Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF meliputi Ironwood Wealth Management, LLC., Duncan Williams Asset Management, LLC, Hudson Capital Management LLC, Modern Wealth Management, LLC, Cornerstone Planning, LLC, HB Wealth Management, LLC, Semitam Bonam Llc, Accurate Wealth Management, LLC, Steele Capital Management, Inc., Strathmore Capital Advisors, Inc., Signature Resources Capital Management, LLC, XY Planning Network, Inc., Midwest Trust Co, World Equity Group, Inc., Continuum Wealth Advisors, Llc, Foronjy Financial Llc, TABR Capital Management, LLC, Richmond Investment Services, LLC, Angeles Wealth Management, Llc, dan SRS Capital Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Opulen Financial Group LLC | 108,996 | 2.20 | 2,128 | 2.41 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 157,679 | 8.78 | 3,078 | 9.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 796 | 16 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 479,960 | 6.47 | 9,369 | 6.68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41,182 | 0.44 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18,008 | 164.40 | 352 | 165.91 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,324,108 | 4.17 | 25,847 | 4.38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 160,456 | 5.92 | 3,132 | 6.13 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 410,050 | 8,004 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 542,920 | 11.14 | 10,598 | 11.36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33,517 | 654 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 369,343 | 2.00 | 7,215 | 2.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,011,401 | 2.67 | 19,743 | 2.88 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 110,015 | 92.12 | 2,146 | 92.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95,927 | 1.02 | 1,872 | 1.24 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,460 | 192.00 | 28 | 211.11 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 31,717 | 3.65 | 619 | 3.86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 232,358 | 103.00 | 4,536 | 103.45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 58,793 | 2.22 | 1,148 | 2.41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 13,600 | 60.00 | 265 | 60.61 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 68,671 | 7.10 | 1,340 | 7.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,306 | 84 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 76,721 | 1,498 | ||||||
| 2025-07-28 | 13F | Tlwm | 1,560,875 | 0.21 | 30,468 | 0.42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 13,791 | 9.74 | 269 | 10.25 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 366,709 | 4.09 | 7,158 | 4.30 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 119,488 | 11.82 | 2,332 | 12.06 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11,283 | 12.85 | 220 | 12.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,190,737 | 2.11 | 140,363 | 2.32 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 67,944 | 0.78 | 1,326 | 0.99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 365,691 | 20.38 | 7,138 | 20.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,759,928 | 13.41 | 34,359 | 13.64 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 123,978 | 4.69 | 2,420 | 4.94 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19,436 | 23.46 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 363,980 | 0.97 | 7,105 | 1.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 142,836 | 3.75 | 2,788 | 3.99 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 34,715 | 4.05 | 678 | 4.31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23,354 | 456 | ||||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1,798,855 | 4.97 | 35,114 | 5.18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,055 | 21 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 326,850 | 2.10 | 6,380 | 2.33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 858,239 | 8.52 | 16,753 | 8.74 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27,702 | 68.07 | 541 | 68.22 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 655,569 | 4.24 | 12,797 | 4.46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,923,379 | 4.73 | 37,549 | 4.96 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 33,783 | 33.63 | 659 | 33.94 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 106,126 | 2,072 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 15,174 | 296 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 81,432 | 1,590 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,711,978 | 0.30 | 52,938 | 0.51 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48,379 | 944 | ||||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 980,751 | 19,144 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 155,316 | 4.23 | 3,032 | 4.45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 127,007 | 9.49 | 2,479 | 9.74 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 284,022 | 3.86 | 5,544 | 4.09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40,302 | 5.46 | 787 | 5.65 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 195,353 | 20.40 | 3,813 | 20.66 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 17,021 | 1.05 | 332 | 1.22 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 34,693 | 7.30 | 677 | 7.63 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 31,970 | 624 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 174,010 | 4.27 | 3,397 | 4.49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 70,064 | 5.84 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 25,167 | 53.22 | 491 | 53.92 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 28,884 | 23.29 | 564 | 23.46 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 288,082 | 2.82 | 5,623 | 3.04 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 543,756 | 5.56 | 10,614 | 5.79 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 192,909 | 1.37 | 3,766 | 1.56 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 14,612 | 20.14 | 285 | 20.76 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 250,941 | 4,898 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42,259 | 21.63 | 825 | 21.89 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 47,555 | 928 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 129,399 | 11.38 | 2,526 | 11.58 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 66,924 | 7.69 | 1,306 | 7.93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43,189 | 11.55 | 843 | 12.10 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,155 | 16.76 | 237 | 17.33 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 54,737 | 5.81 | 1,068 | 6.06 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 512,511 | 0.82 | 10,004 | 1.03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 | 1 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 45,973 | 14.13 | 897 | 14.71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 274,916 | 10.72 | 5,366 | 10.94 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 147,771 | 7.46 | 2,884 | 7.69 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 586,843 | 11,455 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 252,749 | 4.36 | 4,936 | 4.53 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 67,993 | 0.08 | 1,328 | 0.53 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 560 | 214 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20,300 | 7.80 | 396 | 8.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 740,588 | 9.83 | 14,456 | 10.07 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 11,880 | 232 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 59,223 | 1.28 | 1,156 | 1.49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 911 | 264.40 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 330,414 | 25.82 | 6,446 | 26.02 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 137,030 | 1.34 | 2,675 | 1.56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 308,879 | 772.39 | 6 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 42,729 | 18.64 | 832 | 20.58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33,051 | 0.65 | 645 | 0.94 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 47,156 | 4.44 | 920 | 4.66 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 149,272 | 0.94 | 2,914 | 1.15 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12,203 | 993.46 | 238 | 1,033.33 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22,592 | 4.71 | 441 | 4.76 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 149,433 | 1.96 | 2,939 | 2.94 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 261,323 | 179.39 | 5,101 | 179.97 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 592,423 | 2.82 | 12 | 0.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24,210 | 54.10 | 473 | 54.25 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,040,907 | 1,856.47 | 156 | -94.88 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13,030 | 3.87 | 254 | 4.10 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 28,668 | 3.76 | 560 | 3.90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,529 | 30 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42,770 | 307.18 | 835 | 308.82 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 29,863 | 14.32 | 1 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 461,016 | 6.84 | 8,999 | 7.07 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 681,151 | 33.50 | 13,296 | 33.78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 357,342 | 10.60 | 6,975 | 10.82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,980 | 39 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 261,323 | 5,101 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 141,285 | 24.50 | 3 | 0.00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 189,415 | 3,680 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 16,963 | 56.72 | 331 | 57.62 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 994,418 | 1.91 | 19,411 | 2.12 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80,652 | 63.86 | 1,574 | 64.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 274,126 | 53.85 | 5,351 | 54.18 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,019,256 | 2.70 | 19,896 | 2.91 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49,833 | 12.94 | 973 | 13.15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,377,338 | 5.07 | 26,886 | 5.29 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 38,947 | 5.07 | 1 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 54,087 | 1.05 | 1,056 | 1.25 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 33,166 | 136.19 | 647 | 137.00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 37,508 | 133.84 | 732 | 134.62 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 54,526 | 46.04 | 1,064 | 46.35 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 34,620 | 40.16 | 674 | 40.71 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 597,536 | 1.47 | 11,664 | 1.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,380,362 | 1.96 | 144,065 | 2.17 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 24,653 | 7.36 | 481 | 7.61 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 11,385 | 222 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 252,482 | 4.74 | 4,928 | 4.96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,255 | 9.96 | 278 | 10.32 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 752,055 | 22.03 | 14,680 | 22.28 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 18,600 | 1.59 | 363 | 1.97 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10,146 | 198 | ||||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 59,774 | 3.27 | 1,167 | 3.46 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 23,533 | 0.07 | 459 | 0.22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1,039 | 20 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1,724,593 | 0.61 | 33,664 | 0.82 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 96,707 | 1.05 | 1,888 | 1.23 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 62,750 | 1.90 | 1,225 | 2.09 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 63,222 | 15.67 | 1,234 | 15.98 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 207,372 | 1.30 | 4,048 | 1.50 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 205,433 | 17.27 | 4,010 | 17.53 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181,007 | 0.08 | 3,533 | 0.28 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 57,512 | 1.00 | 1,123 | 1.17 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52,900 | 1,033 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164,831 | 14.85 | 3,218 | 15.10 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 381,764 | 2.09 | 7,452 | 2.31 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25,174 | 0.21 | 491 | 0.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,373,619 | 0.09 | 26,813 | 0.30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76,207 | 0.03 | 1,488 | 0.20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73,781 | 2.90 | 1,440 | 3.15 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 40,064 | 9.06 | 782 | 9.37 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 137,037 | 2,675 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 52 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 791,502 | 11.84 | 15 | 15.38 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4,136 | 1.05 | 81 | 1.27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,489 | 372.70 | 29 | 383.33 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49,467 | 73.46 | 965 | 73.69 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16,143 | 0.43 | 315 | 0.64 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14,394 | 0.97 | 281 | 1.08 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 42,030 | 1.04 | 820 | 1.23 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 201,291 | 1.26 | 3,929 | 1.47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,589,527 | 2.97 | 31,028 | 3.18 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 176,717 | 1.29 | 3,450 | 1.50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 469,248 | 7.05 | 9,160 | 7.26 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 25,648 | 14.14 | 501 | 14.42 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 96,317 | 4.66 | 1,880 | 4.91 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 300,704 | 6.74 | 5,870 | 6.96 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16,820 | 0.16 | 328 | 0.31 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 438,142 | 10.59 | 8,553 | 10.81 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 113,216 | 7.69 | 2,210 | 7.91 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 97,040 | 0.56 | 1,894 | 0.80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,580 | -12.23 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 137,120 | 24.85 | 2,677 | 25.11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,116,598 | 15.66 | 41 | 17.14 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 246,496 | 0.42 | 4,812 | 0.63 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 415,107 | 3.96 | 8,103 | 4.17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21,716 | 424 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 15,364 | 300 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22,922 | 0.80 | 447 | 1.13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,116,372 | 15.10 | 21,792 | 15.33 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 43,564 | 1.68 | 850 | 1.92 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 136,217 | 0.52 | 2,659 | 0.72 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,994,075 | 16.03 | 58,444 | 16.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,641,066 | 5.15 | 129,634 | 5.37 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 510,429 | 2.26 | 9,964 | 2.47 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 252,540 | 1.01 | 4,930 | 1.21 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 235,510 | 8.54 | 4,597 | 8.78 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 172,934 | 1.17 | 3,376 | 1.38 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 301,151 | 0.06 | 5,878 | 0.26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 142,017 | 0.00 | 2,772 | 0.22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,436 | 98.89 | 28 | 100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 119,659 | 0.65 | 2,336 | 0.86 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 59,907 | 8.67 | 1,169 | 8.95 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 46,139 | 46.46 | 901 | 46.82 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 295,908 | 0.63 | 5,776 | 0.84 |
